Lilia
Hernandez

Lpl Financial LLC

CRD#7002313
Investment Advisor
in Anaheim, CA

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About this Advisor

Lilia Hernandez is a financial advisor based in Anaheim, California, working with Lpl Financial LLC. Lilia has previously worked at J.P. Morgan Securities LLC, Credit Union Of Southern California, Network Capital Funding Corporation, Schools First Federal Credit Union, Jp Morgan Chase Bank, N.A, Amtec Human Capital, Merrill Lynch, Pierce, Fenner & Smith Inc, Loandepot, Santa Ana Community College, Bank Of America N.A, Partners Fcu, and Lpl Financial. Lilia has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California. Currently, Lilia is part of Lpl Financial LLC, which operates in Anaheim, California. The firm has 18,523 offices and 37,893 employees. Lpl Financial LLC manages assets totaling $618.9 billion and serves both charitable organizations and high-net-worth clients. The firm offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Lpl Financial LLC includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

2401 E. Katella Ave. Suite 100
Anaheim, CA 92806

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$618,922,975,737

CA Average: $646,059,043
Total Number of Employees

37,893

CA Average: 13
Total Number of Accounts

2,369,378

CA Average: 661
Average Account Size

$261,217

CA Average: $977,396

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Lilia Hernandez Work History

2025 - Present (0 year)

Partners Fcu

2025 - Present (0 year)

Lpl Financial

2023 - Present (2 years)

Bank Of America N.A

2022 - Present (3 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2021 - 2021 (< 1 year)

Loandepot

2018 - 2021 (3 years)

J.P. Morgan Securities LLC

2018 - 2018 (< 1 year)

Credit Union Of Southern California

2018 - 2021 (3 years)

Jp Morgan Chase Bank, N.A

2017 - 2018 (1 year)

Amtec Human Capital

2016 - 2017 (1 year)

Network Capital Funding Corporation

2014 - 2016 (2 years)

Schools First Federal Credit Union

2008 - 2020 (12 years)

Santa Ana Community College

Disclosures

Please visit the SEC profile of Lilia Hernandez to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Shane Hughes
Parsons, KS
Edward Maruca
Ebensburg, PA
Zachary Scott
Columbia, MD
Dagner Rivero
Fort Mill, SC
David Ferris
Bristol, CT
Liam Vincent
Riverton, WY
James Tabb
Sparta, MI

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